NURC
NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
05/06/2025
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Official data from USPTO
B SANDY SPRING WEALTH MANAGEMENT
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
05/07/2025
Trademark type
Combined
Nice classes
36
Filing date
07/10/2013
Registration date
01/28/2014
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/15/2025
Last transaction
05/07/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
07/01/2013
First use in commerce
07/01/2013
Drawing code
3
Owner type
03
Owner location
Olney, MD
Examiner
BENMAMAN, ALICE
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of THE WORDS "SANDY" AND "SPRING," AND THE WORDS "WEALTH MANAGEMENT." TO THE LEFT OF THE WORDING IS A STYLIZED 'B' COMPRISED OF VARIOUS CURVED SHAPES.
Holders and representatives
Holders
S. B. (pessoa física)
Representatives
Robert Kimmer Mei & Mark LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice relating to investments; Annuity servicesaccount and investment administration; Annuity servicesaccount and investment administration and the investment and distribution of annuity funds; Banking services; Brokerage of bonds; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Charitable foundation servicesproviding financial assistance for programs and services of others; Charitable fundraising services; Commodity brokerage; Commodity investment advice; Commodity trading for others; Consultancy of capital investment; Currency exchange and advice; Currency exchange services; Currency trading; Equity capital investment; Estate planning; Estate trust management; Fiduciary representatives; Fiduciary servicesfiduciary representative services; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; Financial advisory and consultancy servicescreating personalized strategies for achieving financial independence; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial planningcreating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial servicescommodity trading and managed futures advisory and management services; Financial servicesdealing in securities as a market maker and in trading commoditiessecuritiesoptionsfuturesequities and fixed income products in the United States and overseas market securities; Financial servicesestate settlement services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Financial servicesproviding for the exchange of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial servicesproviding information in the fields of foreign currencycommoditiesfinancial derivativesinterest rate productsequities via the internet and intranet systems; Financial serviceswealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Individual retirement account services; Informationadvisoryconsultancy and research services relating to finance and investments; Insurance agencies; Insurance agencies in the field of life insurance and long-term care insurance; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of life insurance and long-term care insurance; Insurance brokerage services; Insurance consultation; Insurance consulting in the field of life and long-term care insurance; Insurance information; Insurance information and consultancy; Investment advisory services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment servicesasset acquisitionconsultationdevelopment and management services; Life insurance brokerage; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; On-line financial planning services; On-line real-time currency trading; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Securities brokerage services; Securities trading and investing services for others via the internet; Stock brokerage services; Strategic corporate financial advisory services; Strategic financial advisory services; Trust management accounts; Trust servicesinvestment and trust company services; Venture capital advisory services
Publications
History of USPTO decisions and trademark events.
33 publications found
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/15/2025
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/15/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/15/2025
A7OK
AMENDMENT UNDER SECTION 7 - PROCESSED
04/15/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/08/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/24/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/23/2024
ES7R
TEAS SECTION 7 REQUEST RECEIVED
07/29/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
07/29/2024
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/28/2023
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03/24/2020
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/24/2020
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/24/2020
E815
TEAS SECTION 8 & 15 RECEIVED
01/28/2020
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/28/2019
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/23/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/07/2015
R.PR
REGISTERED-PRINCIPAL REGISTER
01/28/2014
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/12/2013
PUBO
PUBLISHED FOR OPPOSITION
11/12/2013
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/23/2013
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/09/2013
ALIE
ASSIGNED TO LIE
10/09/2013
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/25/2013
XAEC
EXAMINER'S AMENDMENT ENTERED
09/25/2013
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/25/2013
GNEA
EXAMINERS AMENDMENT E-MAILED
09/25/2013
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/25/2013
DOCK
ASSIGNED TO EXAMINER
09/23/2013
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
07/19/2013
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/18/2013
NWAP
NEW APPLICATION ENTERED
07/13/2013
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